Polaris Inc.

NYSE:PII 株式レポート

時価総額：US$3.8b

Polaris 将来の成長

Future 基準チェック /46

Polaris利益と収益がそれぞれ年間114.9%と2.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に31.6% 121.9%なると予測されています。

主要情報

114.9%

収益成長率

121.89%

EPS成長率

Leisure 収益成長39.1%
収益成長率2.3%
将来の株主資本利益率31.60%
アナリストカバレッジ

Good

最終更新日05 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Apr 29

PII: Future Returns Will Reflect Quality Gains And Demand Uncertainty Balancing Earnings Power

Analysts have trimmed their consolidated price target for Polaris by about $1 to $66, reflecting slightly higher required returns and softer revenue expectations, partly offset by improved profit margin assumptions and a lower future P/E multiple cited in recent research updates. Analyst Commentary Recent research on Polaris shows a mix of optimism and caution, with analysts recalibrating price targets and ratings as they weigh execution risks, demand signals and ongoing tariff concerns.
Seeking Alpha • Apr 20

Polaris: Now Advantaged By Domestic Manufacturing Capacity

Summary Polaris is advantaged by domestic manufacturing capacity, as BRP suddenly withdrew its guidance due to tariff changes. PII's outlook is still volatile due to weak consumer demand and potential tariff regime changes. I estimate PII stock to have 20% upside to a fair value of $69.5. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 14

PII: Weak Demand And Tariffs Will Pressure Future Earnings Power

The analyst price target for Polaris has been reduced by $1.91 to reflect a mix of lower valuation multiples and cautious views on a still weak demand backdrop, even as analysts highlight ongoing business quality improvements and note that product innovation could support share gains when conditions improve. Analyst Commentary Recent research on Polaris reflects a cautious tone, with several bearish analysts trimming price targets and flagging risk factors that could keep a lid on valuation until conditions improve.
ナラティブ更新 • Mar 31

PII: Future Returns Will Reflect Quality Improvements And Underappreciated Earnings Power

Analysts have trimmed the average price target for Polaris by just over $1, reflecting mixed views as some highlight ongoing quality improvements and potential earnings power, while others point to a weak demand backdrop, tariff overhangs, and a choppy consumer environment. Analyst Commentary Recent research on Polaris reflects a split view, with some analysts focusing on quality improvements and earnings potential, while others emphasize weak demand signals and external headwinds such as tariffs.
ナラティブ更新 • Mar 17

PII: Weak Demand And Tariff Overhang Will Constrain Future Earnings Power

Analysts have trimmed the Polaris price target by about $2 to $47.24 as they balance expectations for slightly better margins and steady revenue growth with concerns about a weak demand backdrop, unresolved share capture questions, and ongoing tariff risks. Analyst Commentary Street research on Polaris has turned more mixed, with cautious voices focusing on weak demand, tariff uncertainty, and questions around market share.
ナラティブ更新 • Mar 03

PII: Choppy Consumer Backdrop Will Pressure Earnings Power Despite Product Refresh

Analysts have adjusted their Polaris price targets, with our fair value estimate moving from about $47.25 to $49.50. This reflects updated expectations around revenue growth, profit margins and future P/E assumptions following recent mixed Street research.
ナラティブ更新 • Feb 17

PII: Powersports Recovery And Brand Strength Will Unlock Underappreciated Earnings Power

Analysts have modestly reset their blended $81.00 price target on Polaris, reflecting slightly higher discount-rate and profit-margin assumptions, a marginal adjustment to expected revenue growth, and a lower future P/E multiple informed by recent mixed target moves from RBC Capital, Seaport Research, Roth Capital, and Morgan Stanley. Analyst Commentary Recent Street research on Polaris shows a split tape, with some firms trimming price targets while others have pushed them higher.
分析記事 • Feb 16

Polaris' (NYSE:PII) Upcoming Dividend Will Be Larger Than Last Year's

The board of Polaris Inc. ( NYSE:PII ) has announced that it will be paying its dividend of $0.68 on the 16th of March...
ナラティブ更新 • Feb 03

PII: Outdoor Recreation Demand And Powersports Recovery Will Unlock Undervalued Earnings Power

Narrative Update on Polaris The analyst price target for Polaris has shifted to $81 from $70 as analysts weigh mixed revisions from firms that trimmed targets alongside others that lifted them, citing views on powersports demand, outdoor recreation trends and the company’s longer term earnings power. Analyst Commentary Recent research updates around Polaris highlight a mixed backdrop, with some firms trimming price targets and others lifting them or starting coverage on a positive footing.
分析記事 • Feb 02

Polaris' (NYSE:PII) Shareholders Will Receive A Bigger Dividend Than Last Year

Polaris Inc. ( NYSE:PII ) has announced that it will be increasing its dividend from last year's comparable payment on...
ナラティブ更新 • Jan 19

PII: Future Returns Will Reflect Easing Powersports Pressures And Steady Earnings Outlook

Narrative Update The analyst price target for Polaris has been raised by about US$2, with analysts pointing to a slightly higher fair value estimate, modestly adjusted revenue and margin assumptions, and continuing views that the shares are undervalued given the company’s earnings power and easing powersports market pressures. Analyst Commentary Recent research has been broadly constructive on Polaris, with bullish analysts highlighting the company’s earnings potential and the reset in powersports market conditions.
ナラティブ更新 • Jan 05

PII: Indian Motorcycle Sale Will Expose On-Road Margin Risks For Shares

Narrative Update Analysts now place Polaris fair value at approximately $47.25, up from $29.00. This reflects updated assumptions on revenue growth, profit margins and future P/E, supported by recent price target increases following the planned separation and majority sale of the Indian Motorcycle business and expectations for Q3 results that are described as better than originally anticipated.
ナラティブ更新 • Dec 15

PII: Future Performance Will Reflect Indian Divestiture Amid Stable Earnings Outlook

Analysts have modestly raised their price target on Polaris to about $62 per share, reflecting expectations that the planned sale of a majority stake in Indian Motorcycles and better than anticipated Q3 results will enhance margins and earnings power. Analyst Commentary Bullish Takeaways Bullish analysts view the planned sale of a majority stake in Indian Motorcycles as a catalyst for margin expansion, given the onroad segment's gross margins have trailed the company average.
ナラティブ更新 • Dec 01

PII: Future Performance Will Reflect Divestiture Amid Balanced Risks And Opportunities

Analysts have increased their price targets for Polaris by significant margins, with new estimates ranging from $54 to $70. They attribute the boosts to better-than-expected third quarter results, positive retail trends, and the company’s plan to sell a majority stake in its Indian Motorcycle division to private equity.
ナラティブ更新 • Nov 17

PII: Profitability Should Improve Following Divestiture Amid New Retail Momentum

Narrative Update: Analyst Price Target Increases for Polaris Analysts have raised their average price target for Polaris, increasing it by approximately $0.20 to $65.83. They cite the company's strong Q3 outlook and the strategic divestiture of Indian Motorcycles as key drivers for improved profitability and growth expectations.
ナラティブ更新 • Oct 31

PII: Divestiture And Margin Gains Are Expected To Drive Improved Profitability

Analysts have increased their fair value price target for Polaris from $56.73 to $65.64, citing stronger expected profit margins and the positive impact of the Indian Motorcycle divestiture on near-term financial performance. Analyst Commentary Recent analyst adjustments to Polaris’s price targets reflect a mix of optimism and caution surrounding the company’s divestiture of Indian Motorcycles and its evolving business outlook.
ナラティブ更新 • Oct 17

Tariff Mitigation And New Product Launches Will Secure Operational Efficiency

Polaris’s analyst price target has increased from $52 to approximately $56.73, as analysts cite improved Q3 performance expectations and the anticipated financial benefits from restructuring its Indian Motorcycle business. Analyst Commentary Recent updates from Street research indicate a shift in sentiment towards Polaris, as analysts react to both stronger operational performance and the company's strategic moves involving its Indian Motorcycle division.
ナラティブ更新 • Oct 03

Tariff Mitigation And New Product Launches Will Secure Operational Efficiency

Analysts have increased their fair value price target for Polaris from $49.73 to $52.00. This reflects modest improvements in the company's discount rate, expected revenue growth, and a less severe outlook for industry tariffs, despite mixed retail demand expectations.
ナラティブ更新 • Sep 08

Tariff Mitigation And New Product Launches Will Secure Operational Efficiency

Analysts have modestly raised their price target for Polaris to $49.73, citing relief from tariff pressures and improved dealer sentiment despite persistent weak retail demand and a cautious outlook for the broader industry. Analyst Commentary Consumer confidence has rebounded from earlier in the year but has yet to translate into a sustained recovery in retail demand.
ナラティブ更新 • Aug 06

Recreational Vehicles Expansion Will Temper Overvaluation And Prompt Gains

The upward revision in Polaris’s consensus price target is primarily driven by stronger expectations for revenue growth and improved net profit margins, resulting in a new fair value of $48.55. What's in the News Polaris Off Road unveiled the 2026 RANGER 500, a compact, mid-size utility vehicle targeting the value segment, featuring user-friendly controls, enhanced versatility, and a starting MSRP of $9,999.
分析記事 • Jul 23

The Market Lifts Polaris Inc. (NYSE:PII) Shares 32% But It Can Do More

Despite an already strong run, Polaris Inc. ( NYSE:PII ) shares have been powering on, with a gain of 32% in the last...
分析記事 • Jun 28

Why Polaris Inc. (NYSE:PII) Could Be Worth Watching

Polaris Inc. ( NYSE:PII ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 • May 27

Is Polaris Inc. (NYSE:PII) Trading At A 39% Discount?

Key Insights The projected fair value for Polaris is US$62.32 based on 2 Stage Free Cash Flow to Equity Polaris...
分析記事 • Apr 26

Polaris (NYSE:PII) Is Finding It Tricky To Allocate Its Capital

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 • Apr 08

Benign Growth For Polaris Inc. (NYSE:PII) Underpins Stock's 26% Plummet

Unfortunately for some shareholders, the Polaris Inc. ( NYSE:PII ) share price has dived 26% in the last thirty days...
分析記事 • Mar 24

Is Polaris (NYSE:PII) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Feb 11

Polaris: Ultimate Contrarian Bet That Pays Big Dividends

Summary Polaris presents a contrarian investment opportunity with a historically high 6% dividend yield. It could be nearing a trough with management's focus on cost efficiencies, inventory alignment, and disciplined capital allocation with strong free cash flow expected this year. Polaris maintains a solid investment grade rating and a manageable 3.0x net debt-to-EBITDA ratio, supporting its financial stability. Read the full article on Seeking Alpha
分析記事 • Feb 03

Polaris (NYSE:PII) Is Increasing Its Dividend To $0.67

The board of Polaris Inc. ( NYSE:PII ) has announced that the dividend on 17th of March will be increased to $0.67...
Seeking Alpha • Jan 31

Polaris Stock More Compelling Than Treasuries

Summary Polaris stock is now attractive due to its lower price, profitability, and safe dividend, despite a tough 2024. The dividend yield of 5.3% is higher than the 10-Year Treasury Note, making Polaris a compelling investment. Polaris has sufficient cash and cash flow to sustain and potentially grow its dividend, ensuring a good risk-adjusted return. I plan to buy PII stock now and increase my position after reviewing the upcoming 10-K, barring any negative surprises. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:PII - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20287,794248143N/A6
12/31/20277,554181-4244018
12/31/20267,27874-16525518
3/31/20267,353-446161338N/A
12/31/20257,236-465558741N/A
9/30/20257,076-151581769N/A
6/30/20256,961-108417631N/A
3/31/20257,07340169457N/A
12/31/20247,273111-56268N/A
9/30/20247,803204255612N/A
6/30/20248,326328225619N/A
3/31/20248,577393306696N/A
12/31/20239,015503513926N/A
9/30/20239,122596346771N/A
6/30/20239,205635520914N/A
3/31/20239,041642337682N/A
12/31/20228,637603202509N/A
9/30/20228,224497-33254N/A
6/30/20227,660424-25241N/A
3/31/20227,512437-105189N/A
12/31/20217,49349611294N/A
9/30/20217,661604225496N/A
6/30/20217,845654670905N/A
3/31/20217,4572639341,146N/A
12/31/20206,3623608141,019N/A
9/30/20206,69125701895N/A
6/30/20206,512-53560762N/A
3/31/20206,774270394622N/A
12/31/20196,863324N/A655N/A
9/30/20196,757316N/A559N/A
6/30/20196,637324N/A515N/A
3/31/20196,361328N/A442N/A
12/31/20186,166335N/A477N/A
9/30/20185,965275N/A442N/A
6/30/20185,789262N/A488N/A
3/31/20185,649231N/A535N/A
12/31/20175,505172N/A585N/A
9/30/20175,292204N/A643N/A
6/30/20175,000154N/A487N/A
3/31/20174,767163N/A480N/A
12/31/20164,595213N/A590N/A
9/30/20164,482261N/A402N/A
6/30/20164,752384N/A699N/A
3/31/20164,743414N/A575N/A
12/31/20154,789455N/A440N/A
9/30/20154,959480N/A613N/A
6/30/20154,804466N/A488N/A

アナリストによる今後の成長予測

収入対貯蓄率: PIIは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: PII今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: PII今後 3 年以内に収益を上げることが予想されます。

収益対市場: PIIの収益 ( 2.3% ) US市場 ( 11.5% ) よりも低い成長が予測されています。

高い収益成長: PIIの収益 ( 2.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: PIIの 自己資本利益率 は、3年後には高くなると予測されています ( 31.6 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/07 09:11
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Polaris Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34

アナリスト機関
Craig KennisonBaird
David BeckelBernstein
Tristan Thomas-MartinBMO Capital Markets Equity Research